Income & billing
Charges, payment plans, attendance packs, manual payments, history and invoices.
The Finance page
Where your school tracks what it is owed, what it has collected and the plans it bills members on.
What a charge is and its statuses
Charge statuses, payment methods and waive reasons, what each one means and how it changes.
Charges tab
The list of every charge in your school, filters, search, columns and what you can do from here.
Bulk actions on charges
How to mark many charges paid, remind, waive or cancel them at once.
Creating a new charge
How to request payment from one or several members at once, for a camp, kit or event, for example.
Adding a payment manually
How to record money received in cash or by bank when no charge was issued.
Charge details
The panel that opens when you press a charge: amounts, dates, reminders and every action on it.
Payment reminders
When Classes reminds payers on its own and how to send a reminder by hand.
Plans tab
Your school's payment plans, their categories, archived plans and the discounts on them.
Plans with variants
How to offer several variants that each person picks for themselves, see who has chosen, remind those who haven't, and choose on someone's behalf.
How plans issue charges
When, with what amount and due date, charges are created from one-off, recurring and pack plans.
Creating and editing a plan
Every field in the New plan and Edit plan windows, how people get on a plan and how that affects charges.
Plan details
A plan's panel: price and schedule, its people, upcoming due dates and the actions on the plan.
Plan members and discounts
How to add and remove people from a plan, give discounts, adjust or waive the next charge, and change a pack's credits.
Credit packs
How packs work: when credits are granted, used and expire, and what happens on a visit without a pack.
History tab
Income by payment method, the revenue chart, how old your debts are, top debtors and pack balances.
Invoices and the payments list
Where the Invoices and Payments pages went, today everything is on the Finance page.